The Invoice template colums use a lot of space on the Invoice and leave very little for the description. It would be useful to be allow the user to amend the Invoice template to reduce the number of colums as this would allow better descriptions o...

it adds another task which can be monitored

Many practices use AM and TaxCalc has to have a large percent of market share for Tax/Accounts prep. Once upon a time, there were plans to integrate the two TaxCalc practice management is terrible, and they would gain from having some integration

I want to be able to request a document/s from a single client only

I wish the template area could be all collapsed it hurts my eyes and is quite time consuming scrolling up and down

It would be very useful to add the total WIP figure as an option on the client list screen for reporting. It would help understand at a glance client status and lockup.

I keep asking/pleading would it be possible for the developers to enable the General Notes for Payroll service tasks to be visible in the new view task list, they used to be visible as a pop up in the old view task lists, if you hovered over the “...

On our previous document repository system, we could see when a client had downloaded a document as a field on the same page and would know that they had at least acknowledged it's existence. Helps with chasing signoffs and client engagement.

Need to be able to place the e-signature field in specific sections of PDF, such as on the Directors report and balance sheet in annual accounts. It's not adequate to have a client simply e-sign the end of the document. That might do for authorisa...

I would like to send an email to directors but BM does not have the functionality to do this.